A form contains questions and fields that you can use to gather information about
a specific location on a project. Forms can be completed using the mobile app or
the web application.

Forms

A form contains questions and fields that you can use to gather information about a
specific location on a project. Forms can be completed using the mobile app or the web
application.

A project can have many forms and many types of forms.

You can track the workflow status for each form.

In addition to answering the questions on a form and completing the fields, you can

Attach images to a form or a form answer

Attach documents to a form or a form answer

Add comments to a form or form answer

View the audit trail for the form status

Create a PDF of the form

Data collected on forms can be viewed on the dashboard and in reports. The data from forms can
give you an overall understanding of the progress of the project. The Forms report shows
basic information about the forms on a project.

You can create form templates for use on projects from Field View Classic.

Form schedules allow you to schedule when a form instance is created. Team members
assigned to the form, and included in the distribution list for the initial status
of the form, are notified when the new form instance is created so they can complete
it as needed.

A process is an ordered collection of tasks that you need to repeat in multiple locations
with a project or multiple projects. Using processes allows you standardize tasks
across projects and business units.